THREE AI EARNINGS TESTS, THREE BEATS

🚨 Salesforce, CrowdStrike and Nvidia all beat expectations in the same week.

Each one walked into earnings facing a serious test with investors. Each one cleared it.

CNBC's read on the week: the AI buildout is not a zero-sum game. The assumption for much of this cycle has been that AI spending gets concentrated, that a small number of names absorb the budgets and everyone else gets squeezed. Three companies sitting at three different points of the stack beating in the same stretch cuts against that.

Chips. Enterprise software. Security. Different businesses, same result.

That matters for anyone holding AI-adjacent names rather than just the obvious one. It suggests the spend is broadening rather than narrowing, at least for this quarter.

CNBC reports the takeaway from the week's numbers. No detailed figures were included in the coverage available here.

Which of the three do you actually trust to keep beating next quarter?

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